Momentum
Momentum is an AI-powered tool that automates CRM data conversion from sales and customer calls. It captures call summaries, updates Salesforce, and syncs with Slack. With features like data insights, calendar scheduling, and smart connectivity, Momentum streamlines workflows for sales and revenue teams. It saves time, provides actionable insights, and integrates with popular tools like Slack and Asana.
Features of Momentum
AI-Powered Call Summaries: Momentum captures AI-powered call summaries, field updates, and tasks, and syncs everything with Salesforce and Slack. This feature ensures that every call is turned into CRM data automatically.
Data Insights: Momentum offers CRM suggestions based on call details to keep opportunities updated in Salesforce.
Calendar Schedule: The tool syncs with Google calendar to capture notes for every single call without any extra effort.
Tasks and Next Steps: Momentum can add tasks and next steps to your opportunities automatically.
Smart Connectivity: Momentum allows you to share your calls across Slack and Salesforce, and connect tasks to other tools like Asana.
Benefits of Momentum
Identify Churn and Pipeline Risk: Momentum focuses on insights tailored for sales and customer service. It allows you to take action now without waiting for your weekly pipeline or account review meetings.
Save Listening Time: With Momentum, no sales manager should spend multiple hours a day reviewing their team calls. Get a glimpse into every call in just seconds, and decide where to allocate coaching time.
Keep Salesforce Updated Using Data Insights: Momentum is listening for key deal data to update Salesforce for you. Update MEDDIC, next steps, close date, and more with just a click.
Instant Visibility and Actionable Insights: Powered by OpenAI, Momentum brings instant visibility and actionable insights to all your calls.
Who Momentum is useful for
Sales Managers: Momentum is particularly useful for sales managers who need to review their team calls. It saves them time by providing a glimpse into every call in just seconds.
Revenue Teams: Momentum's workflow automation platform is designed for revenue teams. It helps them automate their CPQ approval motions and ensure everyone follows the same processes.
Salesforce Users: Those who use Salesforce can benefit from Momentum's ability to automatically update Salesforce with key deal data.
Teams Using Slack and Asana: Teams that use Slack and Asana can benefit from Momentum's smart connectivity feature, which allows them to share calls across these platforms and connect tasks to other tools.
In conclusion, Momentum is a powerful AI tool that offers a range of features designed to streamline and enhance the workflow of sales and revenue teams. By automating tasks, providing actionable insights, and integrating with other popular tools, Momentum helps these teams work more efficiently and effectively.